News:US Wealth Farmington Valley

US Wealth Holiday Party '17 at Cugino's Restaurant 

 

Great fun and laughs had by all.  Food was outstanding.  Thank you Mario.

Tim McCarthy, Kelly Shaw (seated)

Margaret McCarthy, Nancy Muench, Kelly Ennis, Laura Miller, Sallie Pellon, Manuela Hanshaw & Sue Davies

US Wealth Summit '17

October 23- October 24  

Scituate Country Club

  

Sue, Tim and Kelly at the Scituate Country Club -   Beautiful Scituate harbor at sunrise on Tuesday, October 24, 2017

 

LPL Focus '17 July 31 - August 2

  

Bert Jacobs, Life is Good Company co-founder, giving an inspirational talk at the Boston Convention Center, host of LPL Focus '17

 

What's Boston without a little Red Sox baseball.  Boston Red Sox vs. Cleveland Indians.

US Wealth Farmington Valley Proudly Supports Foxfield F.A.R.M

Tim McCarthy and Sue Davies with Susan & Bill Regan, Chairman and Founders of Foxfield F.A.R.M at the Foxfield F.A.R.M Polo Match, Sunday July 9th.

 

 

 

The Next Adventure

It’s that time of year when young people are winding up their studies – from pre-school through graduate programs and possibly beyond.  Whether it be another elementary grade, middle school, high school or college - they’re off to the next new adventure.

 

Teach your children about saving when they’re young

Teach your children about saving when they’re young

 

Did you know that kids with earned income can contribute to an IRA?

It's tax time

 

Shutterstock

 

Your Cash Flow Statement

 

Your Cash Flow Statement

 

I organized my financial documents. Now what?

It was a snowy weekend here – great time to pull together those documents we mentioned earlier. So you’ve got them all together – now what?

Happy New Year: Now Let's Get Organized

As we all recover from the holiday season with busy calendars, lots of events and countless opportunities to overspend and overeat, this is the time when we try to set the tone for the year to come. Regardless of what your intentions or resolutions are, it’s helpful to start off knowing where you are - at least financially.

Are You Average?

 

 

2.4 children, a dog and a white picket fence

 

What is a Goal?

What is a goal?

Where Are You Now?

Focus on your goals – but don’t forget about where you are now

 

Could we have a Brexit moment?

Markets don’t like surprises. This was certainly evident after the Brexit vote in June. The Dow dropped nearly 900 points over 2 days. How did that happen? Why was the result such a surprise? There have been any number of theories. You may have heard that the pollsters simply polled the wrong people.

US Wealth Farmington Valley proudly supports Avon Dollars for Scholars

US Wealth Farmington Valley gave a young business woman's scholarship for a senior majoring in business.  

Pictured is Tim McCarthy, the recipient and Mary Ponzani our Bentley University student mentee.  

 

US Wealth Farming Valley at the Theater

Margaret and Tim with Hannah Davies at the Avon Summer Theater production of The Wedding Singer.

 

 

Tim McCarthy, Kelly Ennis and Sue Davies attended the US Wealth Management MasterMind Spring Summit 2016 at The Scituate Country Club May 2- May 4.  Once again the US Wealth Management Summit was a huge success.  Great speakers from US Wealth Management, LPL, Dimensional Fund Advisors, Dreyfus BNY Melon, Invesco, Neuberger Berman, America Century Investments, Franklin Square and State Street Global Advisors along with the spectacular location made for an excellent meeting. 

Fall 2015 US Wealth Master Mind Summit

From left to right:Michael Kitces , Partner and Director of Research for Pinnacle Advisory Group along with

 Amy Orman, Kelly Ennis, Barb Gode & Sue Davies 

 

Meara McCarthy , 2nd Lieutenant USAF

 Graduation Ceremony.  Tim and Margaret Pinning 2nd LT bars on Meara.  Meara was among the Distinguished Graduates.  

 

Meara as Wing Commander in the graduation parade.

Staff and Friends Participated in the 78th Thanksgiving Manchester Road Race

US Wealth Farmington Valley Hosts US Wealth New Haven for Holiday Luncheon

      

Staff members from both firms enjoyed a holiday luncheon at the Golf Club of Avon.

Congratulations Joan on your 19 years of service at US Wealth New Haven.

US Wealth Farmington Valley Hosts Thankful Event at The Golf Club of Avon

   

Paul Morrone, from our New Haven affiliate, US Wealth New Haven joined us for the evening.  

Phil Kosmala, of Taber Kosmala was our keynote speaker.

 

Staff Participates in Hartford Marathon

Congrats Mae & Sue on fabulous times!

 

US Wealth Farmington Valley 1st Annual Shredding Event

 

Our 1st Annual SHRED-IT Event was a big success despite the rain!

US Wealth Farmington Valley Supports Community Events:

Avon Summer Theater Presents RENT

Theater night out with the McCarthy's and Davies. Congratulations Hannah Davies on a great performance!

Gifts of Love and Community Farm of Simsbury, Farm to Table Dinner, July 24, 2014


Community Farm of Simsbury promotes education and local agriculture while practicing sound environmental stewardship, preserving the Town Farm and benefiting those in need. In 2013, Community Farm of Simsbury merged with Gifts of Love in Avon to build the capacity of people by creating positive change in their lives, improving food security and lessening the impact of financial crisis for people in need.

Community Farm of Simsbury and Gifts of Love achieve their mission by producing and distributing food, offering farm-based and life-skill educational programs, and providing critical, sustaining tangible supports to those in need.

In 2013, Community Farm of Simsbury donated more than 15,000 pounds of certified-organic produce to families in need through partnerships with Gifts of Love, Billings Forge Community Works, Granby Community Kitchen, Hartford Food System and Simsbury Social Services. In addition, we introduced 2,645 students from throughout Greater Hartford to the Farm through inter-district educational programming and engaged volunteers who donated 2,783 hours to the Farm. With 2014 here, we are open for business and welcome you to join us for educational programming, volunteer opportunities and community events!

 

July 2014 Gifts of Love, Capitol Campaign Meeting

Tim McCarthy, Board member with Diana Goode, Executive Director

                  

Capital Campaign

Preparing for Gifts of Love's Future

Gifts of Love has been an important community asset and resource for 25 years.  In alignment with its organizational strategy, Gifts of Love purchased office space at 34 East Main Street in Avon, merged with Community Farm of Simsbury, and continues to serve more than 250 individuals and families in need each month. 

People come to Gifts of Love at one of the most difficult times in their lives.  The new office space is larger, more welcoming and bright.  In addition, it can adequately accommodate the staff of the merged organizations. 

To support the long-term vitality and growth of the organization, Gifts of Love has embarked on a $1.5M capital campaign to pay off the new office space, establish a building endowment and create a cash reserve.  Board and staff believe the purchase of the building reflects the commitment of the organization to the community and its clients.  Achievement of the capital campaign will serve as the foundation for the long-term health and wellness of the organization and, thus, the community at large.  

To make a contribution to Gifts of Love's Capital Campaign, make a donation online at https://donatenow.networkforgood.org/giftsoflovect, mail your contribution to Gifts of Love, P.O. Box 463, Avon, CT 06001, or call Wendi Fralick at 860-676-2323.  Thank you for your support! 

 

http://www.hartfordmarathon.com/Events/Red_Dress_Run_for_Women_Presented...

On Saturday July 12, 2014, at Elizabeth Park in West Hartford, CT, our staff will participate in a 5K run/walk to support Women's Heart Health.

Pictures to follow.

Sue Davies, Meara & Margaret McCarthy at the Red Dress Run for Women.  

 

Be Happy, Be Healthy Contest Winners:

Staff members, Nancy Muench and Susan Farnam enjoy their grand prize: 

A CLEAN FOOD Cooking Class with author Terry Walters©